Leads helps teams move from anonymous website activity and public buying signals to qualified outreach. Visitor identification and outreach capabilities depend on the site’s plan and setup.
Leads tabs
Set up visitor identification
Follow the setup guide in Leads to add the tracking code to the site. After verification, allow time for new eligible visits to arrive; historical visitors cannot always be reconstructed.
- Connect HubSpot or Zoho CRM to sync suitable leads and contacts.
- Each teammate can connect their own Gmail or Outlook mailbox.
- Review the sender, recipient, and message before sending outreach.
Visitor identification is probabilistic and is generally strongest for company-level traffic. Treat a match as a research lead, not as guaranteed identity. Follow applicable privacy, consent, and outreach rules in every market you operate in.
Qualify before outreach
Look for a combination of signals:
- Multiple relevant page views
- Recent or repeated visits
- High-intent pages such as pricing, comparison, or service details
- A company that fits the intended market
- A public buying signal that matches the offering
Do not send a generic message merely because a company appeared in the feed. Use Cleo’s context to write a relevant, respectful reason for contacting them. 